XYZ

Block, Inc.
XYZ

Overview Fund Activity

879 hedge funds and large institutions have $16.4B invested in Block, Inc. in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 289 increasing their positions, 326 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-82
Holders Change %
-8.53%
% of All Funds
14.01%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.3%
New
92
Increased
289
Reduced
326
Closed
164
Calls
$1.4B
Puts
$1.16B
Net Calls
+$242M
Net Calls Change
-$73.1M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$545M
2
DIG
Dragoneer Investment Group
California
+$190M
3
LPC
Lone Pine Capital
Connecticut
+$172M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$147M
5
BlackRock
BlackRock
New York
+$141M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$339M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$242M
3
Holocene Advisors
Holocene Advisors
New York
-$241M
4
Brown Advisory
Brown Advisory
Maryland
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
401
Quantinno Capital Management
New York
$763K +$518K +11,705 +212%
BIP
402
Bouvel Investment Partners
Pennsylvania
$760K +$6.86K +155 +0.9%
RG
403
Rathbones Group
United Kingdom
$757K +$306K +6,912 +68%
GPA
404
Garrison Point Advisors
California
$745K -$24.6K -555 -3%
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$739K +$461K +10,405 +165%
SDH
406
Sloy Dahl & Holst
Washington
$732K -$1.68M -38,061 -70%
Verition Fund Management
407
Verition Fund Management
Connecticut
$728K +$433K +9,778 +147%
FHA
408
Flagship Harbor Advisors
Massachusetts
$725K -$20.4K -462 -3%
HPG
409
Harvest Portfolios Group
Ontario, Canada
$713K +$8.06K +182 +1%
HI
410
Harbour Investments
Wisconsin
$704K -$4.82K -109 -0.7%
SUT
411
SC US (TTGP)
California
$696K – – –
MFAM
412
Motley Fool Asset Management
Virginia
$694K +$66K +1,491 +11%
SLI
413
Sumitomo Life Insurance
Japan
$691K -$8.99K -203 -1%
AG
414
Artal Group
Luxembourg
$686K +$686K +15,500 New
TMAM
415
Tokio Marine Asset Management
Japan
$678K +$104K +2,353 +18%
Cerity Partners
416
Cerity Partners
New York
$677K -$261K -5,886 -28%
NP
417
Ninepoint Partners
Ontario, Canada
$673K +$164K +3,700 +32%
SPC
418
Sigma Planning Corp
Michigan
$671K -$32.4K -733 -5%
DM
419
Diker Management
New York
$664K -$664K -15,000 -50%
IAS
420
Insigneo Advisory Services
Florida
$664K +$113K +2,557 +21%
FFN
421
Focus Financial Network
Minnesota
$657K +$221K +5,002 +51%
AWS
422
Atria Wealth Solutions
New York
$656K -$214K -4,844 -25%
SO
423
STRS Ohio
Ohio
$641K +$641K +14,495 New
RSC
424
Red Spruce Capital
Pennsylvania
$627K +$47.6K +1,075 +8%
TAM
425
Titleist Asset Management
Texas
$622K -$8.23K -186 -1%
15 16
17
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